Event-Driven Stocks

INDEPENDENCE HOLDING CO

Financials · Life Insurance · DE · SEC filings ↗ · Compare ⊕

Signs3 good1 severedetails ↓

Financials

SEC XBRL · annual
 FY20FY19FY18FY17FY16FY15
Revenue$443.9M$374.4M$350.8M$320.5M$75.9M$530.5M
Operating income$48.2M
Net income$18.9M$12.4M$28.5M$42.0M$106.0M$29.9M
Total assets$1.08B$1.05B$1.04B$1.04B$1.13B$1.20B
Total liabilities$611.0M$592.4M$583.9M$604.3M$695.2M$865.3M
Equity$469.8M$459.7M$448.7M$431.5M$436.6M$323.4M
EPS (diluted)$1.28$0.83$1.89$2.63$6.08$1.71
Shares out.14.9M14.9M14.8M16.4M17.2M17.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2020
Operating margin
Net margin
4.3%
Return on equity
4.0%
Return on assets
1.7%
Return on capital (ROCE)
Liabilities / assets
56.4%
Debt / equity
1.30×
Book value / share
$31.63
Revenue growth (YoY)
18.5%
Net income growth (YoY)
52.3%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2020
Accruals / assets
3.0%clean
Piotroski F-Score
6/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 severe3 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (3)

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